Categories
Premium Articles

Subs: Expansion to China and Chile $$

Sorry this took so long to post…..busy day

Categories
Premium Articles Video

Subs: Morning Miscellaneous

Some interesting stuff…

Categories
Premium Articles

Subs: A Debt Downgrade… $$

This is not surpising, nor does it shake our confidence in the pick.

Categories
Premium Articles

Subs: One of the Best Shareholder Letters Ever…. $$

This Chairman and company is little known……… for now. Hat tip reader Brian 

Categories
Premium Articles

Subs: Morning Miscellaneous

Some items

Categories
Video

Subs: General Growth Announces Next Steps w/Video $$

I have to believe that this is partially in response to the recent events of this week.

Categories
Articles

E*Trade Files Monthly Operating Report

Improvements still happening in both the brokerage and loan portfolios.

Categories
Video

StockTwits TV 12/15

Here is the show on the Hovde “research piece” on General Growth (GGWPQ). Sorry for the screen brightness, I think I have it foxed for the next show.

Categories
Articles Video

12/8 StockTwits TV

Think I have been neglecting to post these…Watch more tonight at 8:30

Categories
Articles

Bruce Flatt: "We are at or past bottom in asset prices" $$

Hard to argue with a guy like Flatt given his track record

Categories
Articles

Bruce Flatt: “We are at or past bottom in asset prices” $$

Hard to argue with a guy like Flatt given his track record

Categories
Articles

Certain GGP Debtors Opt Out of Hearing Today

This is a very interesting development

Categories
Premium Articles

Subs: Another Brilliant Move $$

This holding os making great news top expand their brand with minimal cash outlay..

Categories
Articles

The General Growth Short Thesis Lacking, Uses Questionable Data $$

Sorry this is so late, was up until 2am last night working on draft #1 and one click, gone. Would be safer using driveway chalk in the rain than this stupid wordpress for blog posts. Anyway, here it is ….again…….

The shorts have published their “short General Growth” piece. Let’s look

Categories
Articles

Time to Revisit a Post About Panic $$

So General Growth (GGWPQ) at one point today was down over 10% and the emails came flooding in wondering about selling. Let’s go back 6 weeks to this post from 10/28.